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Medley LLC: filings

Every Medley LLC annual and quarterly report in the SEC record with the published financial measures it tagged, 19 filings, each linked to its SEC index.

Filing record ends 2021-03-31

The latest filing in this captured record is a 10-K filed 2021-03-31. No later filing is in the SEC companyfacts record captured on 2026-09-23. Medley LLC may have stopped filing, merged, or changed its reporting entity; nothing on this page describes its current status. Values are as reported at the time.

Filings with published measures

Each page shows what one filing reported, as tagged in that filing, with the periods it covered. Later filings can restate a value; the company overview shows the latest-filed value per period.

FormFiledFiscal periodMeasuresFactsSEC accession
10-K2021-03-31fiscal FY 2020291260001437749-21-007882
10-Q2020-11-16fiscal Q3 202024740001536577-20-000016
10-Q2020-08-14fiscal Q2 202024740001536577-20-000014
10-Q2020-05-15fiscal Q1 202024520001536577-20-000010
10-K2020-03-30fiscal FY 2019311230001536577-20-000003
10-Q2019-11-14fiscal Q3 201925720001536577-19-000015
10-Q2019-08-14fiscal Q2 201925690001536577-19-000013
10-Q2019-05-15fiscal Q1 201924470001536577-19-000008
10-K2019-04-01fiscal FY 2018291140001536577-19-000005
10-Q2018-11-14fiscal Q3 201824670001536577-18-000015
10-Q2018-08-09fiscal Q2 201821650001536577-18-000012
10-Q2018-05-15fiscal Q1 201822460001536577-18-000009
10-K2018-03-29fiscal FY 2017241080001536577-18-000003
10-Q2017-11-14fiscal Q3 201720620001536577-17-000009
10-Q2017-08-10fiscal Q2 201720630001536577-17-000003
10-Q2017-05-12fiscal Q1 201718370001628280-17-005451
10-K2017-03-16fiscal FY 201621900001628280-17-002630
10-Q2016-11-14fiscal Q3 201621620001144204-16-134380
10-Q2016-08-11fiscal Q2 201619570001144204-16-118385

Inspect the source

Entity
Medley LLC / CIK 0001536577
Captured
SEC response SHA-256
4535b51053e6564f00d45e05429793066d8595e0bd19f67678e88072c75fe6a4

Current SEC company facts · Download the original response snapshot (gzip) · Download the selected JSON

Every published concept a filing tagged, with the periods it covered, as reported in that filing at capture time. Forms 10-K, 10-K/A, 10-Q, 10-Q/A, 20-F, 20-F/A, 40-F, 40-F/A. A filing page needs at least 8 published concepts. Later filings can restate these values; the company history pages show the latest-filed value per period.

Public company accounting reference, not market prices, returns, an investment recommendation, or ALPHAC performance. Validate a separately constructed return series with the validation API; accounting values are not returns.

Use this in research

A financial period ends before its results become public. Use the filing date as a minimum availability boundary, inspect amendments, and retain the original filing vintage when testing historical signals. This latest-filed selection can contain information unavailable at the time.

These pages do not supply prices, total-return histories, corporate-action adjustments or a tradable universe. Build those inputs separately before evaluating a strategy. A profitable backtest can still reflect selection bias or costs that were left out.

Research methodology · Execution and cost assumptions · Check backtest overfitting

Build with the open-source tools

Use these accounting records as inspectable inputs. When you have constructed a return series, the validation tools can help test its statistical evidence and preserve the result with its limitations.

Read the published dataset with Python
import json
from urllib.request import urlopen

with urlopen("https://canlicapital.com/company-data/0001536577.json") as response:
    record = json.load(response)
print(record["fetched_at"])
print(record["policy"])
for concept in record["concepts"]:
    print(concept["tag"], next(iter(concept["observations"])))